Ameritas Advisory Services’s Invesco Preferred ETF PGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$140K Buy
12,891
+237
+2% +$2.68K 0.01% 931
2025
Q4
$142K Buy
12,654
+9,770
+339% +$111K 0.01% 918
2025
Q3
$33.5K Sell
2,884
-22,803
-89% -$261K ﹤0.01% 1239
2025
Q2
$286K Sell
25,687
-2,845
-10% -$31.3K 0.01% 640
2025
Q1
$321K Sell
28,532
-880
-3% -$10.2K 0.01% 685
2024
Q4
$339K Sell
29,412
-2,904
-9% -$34.9K 0.01% 691
2024
Q3
$399K Sell
32,316
-2,665
-8% -$31.8K 0.02% 603
2024
Q2
$404K Sell
34,981
-12,673
-27% -$146K 0.02% 641
2024
Q1
$565K Buy
47,654
+33,415
+235% +$394K 0.02% 521
2023
Q4
$164K Sell
14,239
-40,165
-74% -$438K 0.01% 670
2023
Q3
$593K Buy
+54,404
New +$608K 0.03% 462
2023
Q2
Sell
-52,851
Closed -$616K 1982
2023
Q1
$616K Buy
52,851
+4,585
+9% +$55K 0.03% 429
2022
Q4
$540K Sell
48,266
-2,789
-5% -$32.3K 0.03% 511
2022
Q3
$607K Buy
51,055
+1,413
+3% +$17.8K 0.04% 390
2022
Q2
$613K Buy
49,642
+5,842
+13% +$73.4K 0.04% 405
2022
Q1
$594K Sell
43,800
-1,205
-3% -$16.8K 0.02% 457
2021
Q4
$675K Buy
+45,005
New +$671K 0.02% 422

Other funds holding PGX

Ameritas Advisory Services's PGX Position: Q1 2026 in Review

Ameritas Advisory Services increased its Invesco Preferred ETF (PGX) stake by 1.9% in Q1 2026, buying an estimated $2.68K and bringing the position to 12,891 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #931.

Ameritas Advisory Services first reported a position in PGX in Q4 2021 and has held it in 17 quarters since. The position peaked at $675K in Q4 2021. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

  • Ameritas Advisory Services held 12,891 shares of Invesco Preferred ETF worth $140K as of Q1 2026.
  • Ameritas Advisory Services bought 237 Invesco Preferred ETF shares in Q1 2026, an estimated $2.68K.
  • Invesco Preferred ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q1 2026, its #931 holding.
  • Ameritas Advisory Services first reported a position in Invesco Preferred ETF in Q4 2021 and has held it in 17 quarters since.
  • Ameritas Advisory Services's Invesco Preferred ETF position peaked at $675K in Q4 2021.
  • 413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.